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Hedge Invest Principia EUR FOF

Ranked 49 out of 173 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Objective

The fund will invest primarily in equity securities or similar instruments related to European companies. To achieve this objective, the Fund will assume both long positions (trying to profit from the rise in the price of a title) and short (trying to profit from the drop-down price of a security). The fund may use derivatives for a more efficient management of the portfolio and in order to manage the risk. The fund may increase or reduce exposure to future contracts on indices or may entirely sell portfolio securities in order to manage the short-term volatility relative to European equities.

Showing fund performance in Gibraltar View performance globally

Performance

Long/Short Equity over : 31/03/2017 - 31/03/2018
  • Rank 49/173 Total Return
  • Rank 60/173 Standard Deviation
  • Rank 42/173 Max Drawdown
Fund Name Currency Return
47 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.7%

48 BSF Global Long/Short Equity D2 EUR EUR

4.5%

49 Hedge Invest Principia EUR FOF EUR

4.4%

50 Schroder GAIA Sirios US Equity EUR Hdg A Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

4.4%

51 BSF European Absolute Return A2 EUR EUR

4.3%

Fund Name Currency Loss
40 RWC Europe Absolute Alpha B EUR EUR

-2.2%

41 DB Platinum Chilton Diversified R1C-E EUR

-2.2%

42 Hedge Invest Principia EUR FOF EUR

-2.2%

42 Aventicum UCITS Absolute Return Euro Eq Fund C EUR EUR

-2.2%

44 LOF - Fundamental Equity L/S Sys.Hdg.Seed (EUR) MA

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.3%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 1.3%
2017 6.5% 3.3% 4.4% 0.4% -1.7%
2016 -2.7% -1.0% -1.1% 1.3% -1.9%
2015 6.9% 1.1% -1.3% 1.2% 5.8%
2014 2.0% 4.8% 2.1% -6.2% 1.6%
2013 11.8% 3.6% -0.7% 4.4% 4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Switzerland

Fund Info

  • Launch date01/11/2012
  • Share Class size24Mn
  • Base currencyEUR
  • ISIN IE00B7VTHS10

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).